About Ascot Estate Planning

The Team

Laura Goult

Estate Planning Adviser, STEP Affiliate, LLB

Laura leads Ascot Estate Planning Ltd, alongside Mark Insley.  Having successfully completed a placement year with the Company during her Law Degree at Bournemouth University, she returned as a graduate; her wealth of legal knowledge makes her a valued member of the team. Laura has been sitting further professional qualifications and is currently completing her STEP Diploma in Trusts and Estates – England and Wales.  Laura brings extensive experience to her role and she is a specialist in Life Assurance, utilising this technique for Inheritance Tax planning.  

Mark Insley

Managing Director At Ascot Wealth Management Ltd & Ascot Estate Planning Ltd

Mark established Ascot Wealth Management in 2010 following a career in investment banking, mainly, lending, collatoral analysis and trading. Under Mark’s leadership, the firm has grown quickly into a respected advice practice, with it’s main services being Financial Advice, Wealth Management and Estate & Tax Planning. Mark is a strong believer of using technology in finance, to enable clients to monitor their investments wherever they are. Mark is among the small percentage of young IFAs in the otherwise largely grey industry of financial advisers in the UK. He has helped bring in a change in the way the industry works.

Testimonials

Ascot Estate Planning Ltd is a company registered in England and Wales, Company Number: 09269434. Our registered address: Scotch Corner, London Road, Sunningdale, Berkshire, SL5 0ER. Unless otherwise states, the information in this document was valid on 14th February 2018. This documents is not intended to provide advice, and not all services described will be suitable for all, you should seek appropriate advice.  The information and opinions expressed herein are considered valid at publication, but are subject to change without notice and their accuracy and completeness cannot be guaranteed. No part of this document may be reproduced in any manner without prior permission. © 2018 Ascot Estate Planning Ltd. Please note: This website uses cookies. To continue to use this website, you are giving consent to cookies being used.